Institutional operations
Statements & reports
Use currency-specific financial records and explicit reporting windows.
Settlement reports
Customer settlement reads are institution scoped and retain lifecycle and financial references. Trade submission, provider acknowledgement and matching are not substitutes for confirmed settlement records.
Account statements
Console statement creation records a bounded date range, optional currency and reason. Keep immutable statement IDs and content references. Compare opening amounts, movements and closing amounts within the same currency and reporting window.
Choose the right view
Use statements for bounded history, transaction pages for incremental activity and settlement reports for settlement status. Customer API, Console and private exchange scope differ. Preserve report boundaries in exports.